See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,975 | $169,032-95.9% | $129,207-94.6% | $145,922-95.2% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 11.38% | 14330.11%-14318.7pp | 9417.33%-9405.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $109 | $5,537-98.0% | $4,153-97.4% | $4,660-97.7% |
| Participant deferral / active EE | $644 | $4,987-87.1% | $4,168-84.5% | $6,688-90.4% |
| Admin fee / account holder | $2,462 | $9,954-75.3% | $7,715-68.1% | $13,397-81.6% |